U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,889
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$191M
3
+$149M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$143M
5
SWK icon
Stanley Black & Decker
SWK
+$140M

Top Sells

1
+$301M
2
+$287M
3
+$145M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$126M
5
NVDA icon
NVIDIA
NVDA
+$112M

Sector Composition

1 Energy 12.17%
2 Financials 10.17%
3 Healthcare 8.59%
4 Technology 7.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3801
$129K ﹤0.01%
+3,724
3802
$129K ﹤0.01%
1,206
3803
$129K ﹤0.01%
26,198
+25,892
3804
$129K ﹤0.01%
4,075
+2,477
3805
$128K ﹤0.01%
934
+597
3806
$128K ﹤0.01%
6,725
+5,157
3807
$128K ﹤0.01%
5,846
-10,842
3808
$128K ﹤0.01%
8,599
-2,833
3809
$128K ﹤0.01%
8,204
-10,057
3810
$127K ﹤0.01%
4,613
+364
3811
$127K ﹤0.01%
388
+181
3812
$127K ﹤0.01%
+7
3813
$127K ﹤0.01%
17,335
+6,332
3814
$126K ﹤0.01%
17,256
+13,193
3815
$126K ﹤0.01%
10,099
+1,869
3816
$126K ﹤0.01%
40,057
+36,223
3817
$125K ﹤0.01%
11,431
-23,582
3818
$125K ﹤0.01%
10,105
-2,752
3819
$125K ﹤0.01%
23,159
-39,409
3820
$125K ﹤0.01%
4,150
-1,394
3821
$125K ﹤0.01%
12,362
-10,631
3822
$125K ﹤0.01%
560
+365
3823
$124K ﹤0.01%
9,729
-1,206
3824
$124K ﹤0.01%
8,810
+1,790
3825
$124K ﹤0.01%
4,318
+3,308
151 152
153
154 155